Investment Analyst

Vaco Recruiter Services; Toronto; On-site; CAD 100,000 - 125,000; Part time

Job summary

A recruitment firm is seeking an Investment Analyst for a 6-month contract in Toronto. The ideal candidate will support the investment finance team in various processes, including cash management, forecasting, and performance analysis. A university degree with an accounting designation and 2-3 years of relevant experience are required. This role offers a pay rate of $40 per hour and is open to candidates residing in the Greater Toronto Area who are legally permitted to work in Canada.

Qualifications

• 2-3 years of experience in investment finance or asset management.
• Ability to present analysis to senior management.

Responsibilities

• Support investment finance team with month-end processes.
• Analyze investment performance returns.
• Assist with cash management and forecasting.

Skills

Analytical skills

Communication skills

Excel skills

Education

University degree with accounting designation

CPA / CFA designation

Job description

Investment Analyst – 6 Month Contract

About the Opportunity

• Supports investment finance team with month-end close process
• Lead various reconciliation process
• Analyzes and provides performance return information (e.g. IRR, total return, etc)
• Work with portfolio fund managers and provide any necessary analysis
• Liaise with various cross functional teams and provide any support necessary for specific transactions (and ensure proper accounting treatment for financial reporting teams)
• Assist with quarterly forecasts and provide variance analysis and put together decks for senior management
• Assist with cash management and cash flow forecasting
• Collaborate with investment accounting team on compiling monthly position reports

About You

• University degree with an accounting designation preferred
• 2-3 years of experience and a CPA / CFA designation is preferred
• Prior work experience in investment finance / asset management / fund reporting
• Above average Excel skills
• Strong analytical skills and results oriented
• Excellent communication skills to be able to present to senior management.

Pay Rate

$40 / Hour

How to Apply

Click the “Apply Now” button and follow the instructions to submit your resume. Please note that we only accept documents in MS Word or Rich Text formats. When referencing this job, quote #459634. You must currently reside within the Greater Toronto Area and be permitted to work in Canada to be considered for this opportunity. A recruiter will be in touch with you if your profile meets our client’s requirements for this role.